Set Up Your Office for Success Essential Technology You Will Need in Your Agency’s Office
Internet: You will need access to high-speed internet. Virtually all communication with insurance companies and customers is done electronically. Because of the highly confidential
Phone: Your main office telephone should be a landline for a professional look and feel. So far, a VoIP (internet) phone has been acceptable by LexisNexis. Cell Phone: To use your cell phone as the primary line for LexisNexis you will be asked to produce a copy of your cell phone bill that has the same name and address that is on the original app you submitted. Fax: LexisNexis, believe it or not, still requires that you have a landline fax number. So far, eFax services have been acceptable. Your agency’s name and address along with your fax number must be printed at the top of the fax, both outgoing and incoming.
information acquired by insurance agents
Preferred Insurance Agent
for their appointed companies, insurance regulations require that a high level of security be used when transmitting data. Cyber Liability insurance will help if a covered claim should arise, but it is the sole responsibility of the agent or agency to make sure all proper security measures are taken. Adequate security will include anti-virus, malware, ransomware, and other protection on all your electronic devices used in the agency. Electronics: All professional insurance agents must have adequate computer capability to perform many functions, including policy and customer management, email, voicemail, and rating programming. As the agency grows, a professional agency management system must be used to properly manage the multiple sources of information that is part of running an insurance agency daily. Desktop and laptop computers are great; cell phones are not.
Steps to Opening an Independent Insurance Agency Successfully
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